"CSM Confidential" Part 2: Helping Direct Reports Navigate Career Growth & Compensation — 9 Key Takeaways
During our second CSM Confidential event, our expert guests discussed how to support the professional growth of future Customer Success leaders. Here's a summary of the most important insights.
5 Alternatives to Gainsight That Offer Simplicity and Performance
If you’re dissatisfied with Gainsight’s complexity, performance issues, and elusive pricing structure, consider one of these five Gainsight alternatives.
5 Customer Success Processes You Can’t Manage With a CRM
Traditional CRMs trap your team in routine client management tasks, making it hard to drive tangible business outcomes. Here are a few critical CS processes that you can only do with a CSP.
5 Ways Vitally Helps Finance and Billing Teams Drive More Revenue
Here's how these critical teams can benefit from using Vitally, from keeping a finger on the pulse of your business health to monitoring the status of client accounts.
5 of the Best Customer Success Platforms for SaaS Companies
SaaS companies know tech and love buying it. This roundup shines some light on a few popular SaaS CSPs, and how they fit the needs of tech-forward CS teams.
6 Keys to Cultivating a Customer Success Mindset in Your Organization
Having a "Customer Success mindset" means that every employee plays a vital role in the success of the customer. Here’s how to adopt it at your organization.
8 Must-Listen Customer Success Podcasts
Podcasts are a fantastic resource for Customer Success pros looking to stay competitive. We’ve compiled eight of the best CS-focused podcasts we listen to weekly.
A Short Guide on Building “Wow” Customer Self-Service Experiences
Is your time being eaten up by support tasks that should be owned by other teams? Here's how to create self-service platforms that help clients help themselves.
Build vs. Buy: Why Developing Your Own CSP Is Never a Good Idea
It rarely makes sense to develop a Customer Success Platform inside your existing CRM. Here’s why some B2B companies consider it, and why they regret it.
Customer Advocacy: The Lever You Need to Pull to Drive Revenue
Transforming your customers into an extension of your marketing team starts with a solid Customer Success strategy.
Customer Onboarding Best Practices: 5 Proven Habits from Top CS Leaders
In episode four of Vitally's series One Vital Question, five Customer Success industry leaders share their essential tactics for curating onboarding experiences that lead to higher Time to Value (TTV), stronger relationships, and better customer outcomes.
Customer Success Enablement 101: A Simple Guide for B2B SaaS Companies
SaaS organizations need clarity on what’s required from Sales and Customer Success, and how these teams should work together. In this article, we'll shed some light on the concept of Customer Success Enablement.
Hiring Diverse CSM Teams ft. RecastSuccess
See how hiring diverse CSM teams deliver high performance and exceptional creativity for their organizations.
How CS Leaders Can Speak the Language of Revenue to Prove Their Impact
In this article, Angeline Gavino shares how Customer Success leaders can become more revenue-minded to make better decisions and move their businesses forward.
How CSP Software Helps Your New CSM Hires Ramp Up Faster
Choosing a CSP should be one of the first decisions you make while standing up a CS function, as it makes training new hires much more efficient.
How to Become a Customer Success Thought Leader
Four luminaries of the CS world discuss how they found their voice, which platforms have moved the needle, and what the benefits have been for their careers.
How to Build Your First Customer Success Team
We'll walk you though how to define your Customer Success goals, identify core roles and responsibilities, hire the right people, and create an effective CS engine for your company.
How to Build a Customer Success Function at an Early-Stage Startup
OneText's Krystel Leal shares her experience building Customer Success teams at early-stage startups, and her key strategies for scaling and customer engagement.
How to Build a Customer Success Process That Actually Works
If you’re an early-stage CS leader who’s been “making it work,” this one's for you. Here are some expert strategies for defining and implementing a unique Customer Success process for your team.
How to Build and Optimize an Executive Sponsor Program
Executive sponsors provide your organization with another vantage point internally, creating visibility and a potential runway for expansion. Here's how to deploy them for maximum effect.
How to Lead a High-Performing Customer Success Team
Your CS team's performance can make or break key customer relationships, product adoption, and the long-term success of the organization. That’s where this guide comes in.
Ready to Scale Your Customer Success
